+64.4%
LIN vs WING
+9.2%
+55.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.4% | -7.4% | +0.1% |
| 7D | +0.1% | +8.6% | -8.4% | -0.8% |
| 30D | +7.6% | +44.8% | -37.2% | +3.2% |
| 3M | +6.5% | +51.9% | -45.4% | +1.3% |
| 6M | +6.2% | +37.2% | -31.0% | +1.7% |
| YTD | +23.2% | -25.3% | +48.5% | +25.1% |
| 1Y | +25.4% | -25.1% | +50.5% | +27.1% |
| 3Y | +38.3% | -12.9% | +51.2% | +28.7% |
| 5Y | +64.4% | +12.0% | +52.4% | +40.0% |
| All | +64.4% | +9.2% | +55.2% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling